Brent Mekosh
SMART MONEY. SIMPLIFIED.
Welcome to Smart. Money. Simplified with Brent Mekosh from The Wealth Stewards. In this podcast, Brent discusses some of the most important and interesting topics of the day as they relate to finance, the economy, and beyond. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of The Wealth Stewards or Concurrent Investment Advisors. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always see...
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Author
Brent Mekosh
Category
Podcast website
Latest episode
Apr 30, 2025
Where to listen?
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Episodes
What You Should Know About Artificial Intelligence (AI) Part 2 With David Martin (Ep. 10) 01.11.2022 1:04:49
While improvements in technology create opportunities for many people, adverse reactions are equally abundant. From fear of competitors to transforming medical technology into recreational tools, there is a reality to accept when talking about artificial intelligence. In this episode, Brent Mekosh and David Martin, founder, and president of Fantasy Interactive, continue their conversation on Artif...
What You Should Know About Artificial Intelligence (AI) with David Martin (Ep. 9) 01.11.2022 50:08
We’ve all seen or heard of at least one rogue artificial intelligence movie, where the main character rises and stops the machines from taking over or destroying humanity. But the reality of the technology is a little different from the silver screen. In this episode, Brent Mekosh sits down with the founder and president of Fantasy Interactive, David Martin. David shares his experience in the di...
Transforming Tax Credit Into Education with Katie Charles and Kristie Berg (Ep.8) 01.11.2022 29:47
You want the best education possible for your child. Sometimes that education costs more than you can afford, regardless of how high above the poverty line you are. In this episode, Brent Mekosh is joined by Katie Charles, the director of annual giving and stewardship, and Kristie Berg , the director of financial aid at Phoenix Country Day School. Together they outline the mechanics and benefits s...
An Unlucky Yet Successful NBA Career with Tom Van Arsdale (Ep. 7) 01.11.2022 49:44
We know stories about the Hall of Famers and the Superstars of the sports world. However, the truth is the world of sports is filled with so many professional players that don’t quite get the same spotlight. In this episode, Brent Mekosh is joined by former professional basketball player Tom Van Arsdale. Tom shares his personal experience in an unlucky yet successful career as a basketball player...
Healthy Body Equals Healthy Life With Lacey Byrd (Ep. 6) 01.11.2022 43:36
Your physical well-being is just as important, if not more, important as your financial plan. In this episode, Brent Mekosh is joined by Lacey Byrd, co-founder of Hybrid Athlete Training. Lacey highlights the importance of creating a personal schedule and how discipline can be a form of freedom. She shares her personal habits in life and how simple steps such as a shorter workout can help you stic...
The Wide World of Investments – Part 2 with Sami Chowdhury (Ep. 5) 01.11.2022 40:33
When investing close to home, you know what is happening within the country. Investing overseas is a bit more challenging. Dive even deeper into the overseas markets with the director of Royal Capital in Bangladesh, Sami Chowdhury. In this episode, Brent Mekosh returns with Sami to talk about the markets overseas. Sami reveals how China’s investments impact the US and its relationship with the cou...
Exploring China, India, and Southeast Asia with Sami Chowdhury (Ep. 4) 01.11.2022 27:31
Knowing what is happening in your own backyard is only a small part of other relevant global events. But, what’s making headlines on the other side of the world? How’s the economic scenario looking like in countries like China and Southeast Asia? Get the answers to these questions in this episode of SMART MONEY. SIMPLIFIED. with the director of Royal Capital in Bangladesh, Sami Chowdhury. This we...
Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3) 01.11.2022 28:03
You’ve had the first meeting. You’ve signed the dotted line. What happens after you become an MP Advisor client? In this episode, Brent Mekosh shares the next steps after a client has signed on the dotted line. He reveals the paperwork and meetings that will happen, the type of questions asked to help build your financial plan and why consistent meetings are important for your financial future and...
Everybody Needs Somebody In Financial Planning (Ep. 2) 01.11.2022 26:22
What happens when you first call your current or a potential new financial advisor? In this episode, Brent Mekosh walks you through his business model at MP Advisors, LLC, starting from when you (and the team) pick up the phone for the first time. He discusses who you talk to when first calling, what happens during a discovery meeting, and why people are reluctant to make the initial call. Brent r...
Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA® (Ep. 1) 01.11.2022 29:27
When selecting a financial services company, the people you will be working with matter just as much as the company itself. And at MP Advisors, LLC, you are the hero . The team simply guides you to help you get there. Welcome to SMART MONEY. SIMPLIFIED. with Brent Mekosh, CFP®, CIMA® of MP Advisors, LLC! In this inaugural episode, Brent Mekosh introduces you to who he is as a financial advisor an...
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